AI for FP&A Automation & Modeling

About this course

By the end of this course, you will write structured AI prompts that clean and standardize messy financial data, use AI to draft and extend model logic, apply AI to anomaly detection and reconciliation, and build the governance habits — guardrails, output logging, and audit evidence — that make AI-assisted finance defensible. This is where AI stops being a buzzword and becomes practical leverage. You will reclaim the hours lost to manual data prep and model-building, while keeping human judgment and control firmly in place — the balance finance leaders, auditors, and regulators now expect. What sets this course apart is that governance is built in from the start, not bolted on at the end. Under one clear principle — AI surfaces, the analyst owns — you learn to tier AI uses by risk, verify every output, and document how AI was used. The skills are taught tool-agnostically and demonstrated on AI tools, so they transfer as the tools evolve. No coding background required.

Course objectives

• balance AI use with human judgment in finance
• teach tiered AI applications based on risk
• ensure verification and documentation of AI outputs